Our Technology Partners

Cloud-based payroll and HR platform that automates payroll, benefits, and compliance, making it easier for businesses to manage their teams.

Cloud‑based retirement plan provider that helps small and mid‑sized businesses offer and manage 401(k) plans with automated administration and compliance.

Comprehensive payroll and HR platform that automates payroll, tax compliance, and workforce management for businesses of all sizes.

Cloud-based HR platform that provides payroll, benefits, compliance, and risk management solutions for small and mid-sized businesses.

Cloud-based retirement platform that simplifies 401(k) plan setup, administration, and compliance for small and growing businesses.

All-in-one HR, payroll, and benefits platform that simplifies compliance and team management for small businesses.

Hiring and onboarding platform that automates recruiting, applicant tracking, and team management for hourly workers.

Global payroll and compliance platform that helps businesses hire, pay, and manage remote employees and contractors anywhere.

Platform that helps companies identify and claim federal and state R&D tax credits and incentives, maximizing tax savings and improving cash flow. 

Cloud-based tax automation platform that connects accounting systems, builds trial balances, and streamlines tax preparation and filing for CPA firms. 

Automates tax preparation by collecting client documents, organizing workpapers, and generating prep-ready files for accounting firms.

Add-on for Google Sheets that connects to accounting platforms like QuickBooks and Xero, enabling real-time financial reporting, automation, and data analysis.

Cloud-based financial planning platform that integrates budgeting, forecasting, and reporting to help businesses make data-driven decisions.

Payroll and HR platform that automates employee payments, time tracking, and compliance for growing businesses.

Equity management platform that helps companies manage cap tables, valuations, and employee stock options in one secure system.

Platform that streamlines company formation, equity management, and legal workflows for startups and growing businesses.

No-code automation platform that connects apps and systems to automate workflows, sync data, and streamline business processes.

No-code automation platform that connects apps and automates workflows to save time and reduce manual tasks.

Open-source workflow automation tool that connects apps and automates processes with flexible, code-friendly integrations.

Collaborative practice management platform for accounting firms that centralizes workflows, tasks, email, and client communications to improve productivity and teamwork.

Client engagement and billing platform that automates proposals, scopes of work, time tracking, and payments for service‑based businesses.

Banking platform built for startups and small businesses, offering FDIC‑insured accounts, integrated payments, and tools for managing finances in one place.

Law firm providing corporate, IP, and business legal services for technology and high-growth companies.

Financial services platform offering business banking, credit cards, loans, and payment solutions to help companies manage and grow their finances.

Cloud‑based financial operations platform that unifies procurement, accounts payable, vendor payments, and working capital for growing ecommerce and CPG brands. 

Corporate cards and cash management platform for startups and growing businesses.

Expense management platform that automates receipt capture, reporting, and business spending workflows.

All‑in‑one CRM platform that helps businesses manage sales, marketing, and customer service with automation and analytics.

Online marketing platform that provides SEO, content, competitive, and advertising analytics to help businesses improve their online visibility and drive growth.

Expense management and corporate card platform that helps businesses track spending, set budgets, and control expenses in real time.

Online payments platform that enables businesses to accept and manage secure card and digital payments with integrated financial tools.

Online business banking and money management platform that gives companies clearer control of cash flow with multiple accounts, cards, and integrated payments. 

Banking and financing platform for small businesses, offering business checking, lines of credit, and flexible financing solutions.

Framework that establishes best practices for securing accounting and financial data, protecting against unauthorized access, breaches, and fraud.